How do I enquire on my current holdings?
Madeleen Keane
Last Update vor 4 Jahren
Only registered share holders are able to enquire on holdings.
Login to your profile and select the "Overview" option from the menu on the left.
Select one of the following options from the tabs at the top of the screen on the right:
- Securities
- Cash
- Encumbrances
- Unclaimed Dividends
The holdings can be viewed or exported to Excel.
Security Holding
The security holding enquiry display the current number of securities held as well as any locked and encumbered securities. Any open sell orders is indicated under "Locked Securities".
Cash Holding
The cash holding enquiry displays the cash available with the various brokers as well as any locked cash. Cash is locked when an open buy order for shares exist.
Encumbrances
Session details for all encumbrances, which include historical values.
Unclaimed Dividends
The details for any unclaimed dividends.
